LAWS 3065 Retirement Planning
Credit Points 10
Legacy Code 200569
Coordinator Bruce Walker Opens in new window
Description This unit aims to provide a study of the laws which impact on advice and decisions relating to retirement planning, with a focus on identifying practical and strategic planning opportunities and outcomes. It forms part of the elective stream of financial planning. Some issues considered in this unit also have an impact in respect to investments, insurance and risk management, superannuation and taxation consequences.
School Law
Discipline Business and Commercial Law
Student Contribution Band HECS Band 4 10cp
Check your HECS Band contribution amount via the Fees page.
Level Undergraduate Level 3 subject
Pre-requisite(s) LAWS 1004
Equivalent Subjects LGYB 9953 - Retirement Planning
Learning Outcomes
- evaluate the role of retirement planning as a core component of financial planning;
- demonstrate an ability to analyse government policy as it relates to retirement;
- relate superannuation strategies and products as they relate to retirement issues;
- identify and explain the impact of retirement planning issues on social security benefits.
- analyse retirement scenarios, formulate appropriate strategies and apply them to practical examples.
Subject Content
- types of superannuation funds
- public Offer funds and self Managed superannuation funds
- superannuation Standards
- Tax Deductibility and Contributions
- taxation of superannuation funds
- retirement income streams
- social security Issues
- superannuation and Divorce
- Simplification of superannuation
Prescribed Texts
- Australian Master Superannuation Guide (CCH, 16th ed, 2012/2013)
Teaching Periods